-98.6%
NAMI vs VT
+31.8%
-130.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.0% |
| 7D | -13.5% | -0.7% | -12.8% | -13.2% |
| 30D | -26.6% | -1.7% | -24.9% | -26.1% |
| 3M | -48.6% | -2.3% | -46.2% | -48.1% |
| 6M | -82.7% | +1.5% | -84.2% | -82.7% |
| YTD | -91.6% | +12.0% | -103.7% | -91.9% |
| 1Y | -91.5% | +12.9% | -104.3% | -91.8% |
| All | -98.6% | +31.8% | -130.3% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling